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Conifex Timber Inc T.CFF

Alternate Symbol(s):  CFXTF

Conifex Timber Inc. is a Canada-based forest products company, which operates fiber baskets in North America, northern British Columbia. The Company produces lumber products and renewable energy from its sawmill and bioenergy plant in Mackenzie, British Columbia. Its lumber products are sold in the United States, Canadian and Japanese markets. It also produces bioenergy at its power generation facility at Mackenzie, British Columbia. Its lumber products include J-GRADE, 2 AND BETTER, SELECT, STUDS, ECONOMY and 3. The Company operates a two-line sawmill in Mackenzie, British Columbia (the Mackenzie Mill). Its Mackenzie Mill has approximately 240 million board feet of annual lumber capacity on a two-shift basis. It operates a 36-megawatt biomass power generation plant in Mackenzie, British Columbia (the Power Plant), located at the site of its Mackenzie Mill. Its Power Plant's output capacity is in excess of 230 gigawatt hours (GWh) of electricity per year.


TSX:CFF - Post by User

Bullboard Posts
Comment by dosperroson Jul 21, 2020 7:28am
95 Views
Post# 31294573

RE:I hope Morningstar Quant is right

RE:I hope Morningstar Quant is rightSorry, it's not.

Best quick and dirty valuation on this thread is a detailed industry-insider take:

https://stockhouse.com/companies/bullboard?symbol=t.cff&postid=31248970

Morningstar is better than charlatan nonsense like Zacks, but I doubt the method was anything more than status quo + a few cents.  It is predicated on a reasonable status quo.  This one is not due to being (1) the most unloved stock in (2) an uncool industry with horrid valuation multiples, and (3) suffering the overhand of abysmal leadership, with (4) a tone-deaf and illogical business strategy.

Well, the tide is rising, and all this cash is making (2) change.  Then (3 &4) drove (1), who would expect a decent valuation in this case?  In any case, the true fair value is Black4444's $2.90 in liquidation, with upside should changes to my points happen (likely).  You can see why fair value is much higher.

I mean, just check the accounting book value -- I'd take that over Morningstar any day (it's $2.47).


Bullboard Posts